13F Insight
DOSSIER · 13F-HR · Q2 2026

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

$487M in tracked AUM across 32 positions as of Q2 2026.

IM
CIK 0000052024 · last filed Jun 30, 2026
Total AUM
$487M
as of Q2 2026
Holdings
32
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MOH
MOLINA HEALTHCARE INC
$53M230K10.8%02
TLT
ISHARES TR
$38M443K7.9%03
UBER
UBER TECHNOLOGIES INC
$35M486K7.2%04
QQQ
INVESCO QQQ TR
$34M46K6.9%05
HII
HUNTINGTON INGALLS INDS INC
$32M115K6.6%06
TFIN
TRIUMPH FINANCIAL INC
$27M354K5.5%07
BSM
BLACK STONE MINERALS L P
$26M1.8M5.3%08
PHG
KONINKLIJKE PHILIPS N V
$23M859K4.8%09
SOXX
ISHARES TR
$22M34K4.4%10
PM
PHILIP MORRIS INTL INC
$21M115K4.3%

Filing history

2026Q2Jun 30
$487M▲ 16.1%
32 positionsView →2026Q1Mar 31
$420M▲ 15.8%
31 positionsView →2025Q4Dec 31
$363M▲ 6.8%
29 positionsView →2025Q3Sep 30
$339M▲ 13.6%
31 positionsView →2025Q2Jun 30
$299M▲ 22.2%
30 positionsLocked2025Q1Mar 31
$244M▲ 6.7%
23 positionsLocked2024Q4Dec 31
$229M▼ 10.4%
28 positionsLocked2024Q3Sep 30
$256M▼ 12.2%
36 positionsLocked2024Q2Jun 30
$291M▲ 0.4%
34 positionsLocked2024Q1Mar 31
$290M▲ 12.1%
35 positionsLocked2023Q4Dec 31
$259M▲ 7.9%
34 positionsLocked2023Q3Sep 30
$240M▼ 12.8%
33 positionsLocked
Showing 12 of 22